1,300 hedge funds and large institutions have $21.3B invested in Hershey in 2025 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 516 increasing their positions, 437 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

2% less funds holding

Funds holding: 1,3321,300 (-32)

14% less first-time investments, than exits

New positions opened: 114 | Existing positions closed: 132

18% less call options, than puts

Call options by funds: $337M | Put options by funds: $410M

Holders
1,300
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$337M
Puts
$410M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
551
Huntington National Bank
Ohio
$1.02M
MWM
552
Massachusetts Wealth Management
Massachusetts
$1.02M
SC
553
Scotia Capital
Ontario, Canada
$1.02M
NS
554
NBC Securities
Alabama
$1.01M
CCB
555
Country Club Bank
Missouri
$1M
MCC
556
Money Concepts Capital
Florida
$989K
AG
557
Ascent Group
Virginia
$987K
SFA
558
Sequoia Financial Advisors
Ohio
$987K
Kayne Anderson Rudnick Investment Management
559
Kayne Anderson Rudnick Investment Management
California
$985K
CSC
560
Caldwell Sutter Capital
California
$984K
Lazard Asset Management
561
Lazard Asset Management
New York
$982K
IWC
562
Integrated Wealth Concepts
Massachusetts
$980K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
563
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$980K
TCPG
564
Trivant Custom Portfolio Group
California
$958K
VAS
565
Vestmark Advisory Solutions
Massachusetts
$949K
BMCM
566
Bryn Mawr Capital Management
Pennsylvania
$946K
PTC
567
Private Trust Company
Ohio
$936K
TIAA Trust, National Association
568
TIAA Trust, National Association
North Carolina
$935K
CA
569
Clearstead Advisors
Ohio
$932K
JWBC
570
J.W. Burns & Co
New York
$931K
FC
571
Farringdon Capital
United Kingdom
$930K
WW
572
Waterfront Wealth
Kansas
$918K
Tudor Investment Corp
573
Tudor Investment Corp
Connecticut
$913K
KWM
574
KFG Wealth Management
Indiana
$912K
EWA
575
EP Wealth Advisors
California
$909K